Our approach to global equities
Pendal’s parent company Perpetual Group offers a broad array of offshore investment strategies through our wholly owned, London-based subsidiary J O Hambro, Dallas-based Barrow Hanley and Boston-based Trillium.
Our global equities managers use active, fundamental, bottom-up stock-selection processes with differences in portfolio construction and investment style.
Our fund managers have complete investment authority over their funds. This leads to a diversity of views and approaches across our investment professionals.
J O Hambro Capital Management
J O Hambro (JOHCM) is a 100%-owned, boutique investment manager with offices in London, Singapore, New York and Boston.
JOHCM specialises in the active management of equities across the globe. For Pendal in Australia, J O Hambro manages:
Similar to Pendal, JOHCM’s success is founded on experienced fund managers with proven investment pedigrees.
Pendal Global
Select Fund
Something very
different in
global equities
JOHCM’s fund managers are attracted by its entrepreneurial approach, investment autonomy and central support. This allows focus on investing without the distractions that can arise at a larger company.
This intellectual latitude and the absence of bureaucratic practices associated with many larger fund management houses has led to extremely low turnover among its investment professionals.
Each fund’s investment management process is tailored to its individual benchmark and goals.
Value can be added through a combination of country allocation as well as individual stock selection.
Barrow Hanley
Barrow Hanley Global Investors (Barrow Hanley), now part of Perpetual Asset Management, is a leader in global value investing, partnering with clients around the world to provide attentive service, insightful perspectives, and competitive returns.
Founded in 1979 and based in Dallas, USA, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.
Recognised as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives.
For Perpetual in Australia, Barrow Hanley manages:
Barrow Hanley Global Share Fund – Class A
Barrow Hanley Global Share Fund – Class A (Hedged)
Barrow Hanley Global Share Fund (Managed Fund) (ASX:GLOB)
Barrow Hanley Emerging Markets Fund
Barrow Hanley Concentrated Global Share Fund (formally known as the Pendal Concentrated Global Share Fund)
Visit Barrow Hanley (perpetual.com.au) for more information.
Trillium
Trillium Asset Management (Trillium), now part of the Perpetual Asset Management family, is an impact-driven, environmental, social and governance (ESG) focused firm.
Based in Boston USA, Trillium has been at the forefront of ESG investing for nearly 40 years and was one of the first investment firms to align values with investment objectives.
Trillium’s investment strategies are designed to advance humankind towards a global sustainable economy, a just society, and a better world.
For Perpetual in Australia, Trillium manages:
Trillium Global Sustainable Opportunities Fund
Trillium ESG Global Equity Fund
Visit Trillium (perpetual.com.au) for more information.
Find out more
Read articles and listen to podcasts from our global equities portfolio managers at The Point